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Fortitude Financial Partners provided pay range
This range is provided by Fortitude Financial Partners. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
$150,000.00/yr - $200,000.00/yr
Additional compensation types
Annual Bonus
Direct message the job poster from Fortitude Financial Partners
Guiding High Net Worth Clients Through Wealth with Clarity, Confidence, and a Focus on Legacies, Not Just Portfolios
Fortitude is hiring a Senior Wealth Advisor to lead a high-performing team serving high-net-worth clients. You'll play a key role in delivering customized financial strategies while advancing your own professional and personal growth in a collaborative, innovative environment.
What You’ll Do
- Build and deepen trusted client relationships
- Lead client meetings, identify complex needs, and deliver tailored solutions
- Oversee the development of holistic wealth plans with internal experts
- Support business development efforts and nurture new opportunities
- Mentor and guide team members to promote ongoing growth
What You Bring
- 8+ years of relevant experience (financial planning, accounting, legal, etc.)
- One of the following required: CFP, CPA, CFA, or Series 65 (CFP strongly preferred)
- Expertise with high-net-worth clients and financial planning tools (eMoney, Holistiplan)
- Leadership skills, mentoring experience, and excellent communication
Note: All candidates must maintain a clean U4 with no disclosures.
Why Fortitude
- Market-leading compensation and performance-based rewards
- Comprehensive benefits that support your success personally and professionally
- A workplace culture built on collaboration, innovation, and work-life balance
About Fortitude
Fortitude is a privately held financial services firm offering in-house expertise across tax, estate, trust, insurance, investment banking, and valuation. We empower advisors to focus more time on clients by surrounding them with a strong support infrastructure.
About the Team
Behind every advisor at Fortitude is a team and behind that team is deep expertise across taxes, insurance, estate planning, technology, and more. This structure enables our advisors to deliver a higher level of service and advice to every client.
Apply today to take your career and your clients, to the next level.
Seniority level
Seniority level
Mid-Senior level
Employment type
Employment type
Full-time
Job function
Job function
Finance, Sales, and Strategy/Planning
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Inferred from the description for this job
Medical insurance
Vision insurance
401(k)
Disability insurance
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